Oates Financial Planning

Independent Financial Adviser  14 Toll House Mead, Sheffield, South Yorkshire, S20 5EN
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FCA authorised
Last authorised 3rd May 2021
We offer an unbiased professional independent advice to both individuals and businesses.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Meet our advisers
MR Julian Oates DipFA
Principal
About us

Julian Oates has worked in financial services since 1993 and Oates Financial Planning provides impartial independent financial advice to individuals and businesses. We are committed to providing a superior level of service in a professional and friendly manner.
The main services which we offer include:
Savings and Investments
Pensions and Retirement Planning
Protection including mortgage, family and business protection
Mortgages including Equity Release and Secured Loans
Estate Planning
General Insurance including Buildings & Contents Insurance

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
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    Face to face

14 Toll House Mead, Mosborough, Sheffield, South Yorkshire, S20 5EN

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